People Matter
At Matter, we are grateful to work with great families and great team members every day. We believe that investing in our combined human capital creates a virtuous cycle for all parties. By fostering a people-centric culture of continuous learning and professional advancement, we aim to empower our team members to reach their full potential in serving families for generations.
This fall, Matter is thrilled to announce the well-deserved promotion of twelve team members. Their dedication, hard work, and innovative contributions have been instrumental in delivering the integrated advisory services Matter is known for.
Each of these individuals has demonstrated exceptional talent and commitment over the course of the last year, playing a crucial role in providing unparalleled service and value to our clients. Their promotions are a testament to their invaluable contributions and the bright future they are helping to shape for Matter.
J.P. Mahoney, Senior Analyst
In the time he has been at Matter, J.P. has impressed us with his ability to communicate effectively with his teams to complete tasks efficiently and accurately. He is diligent, detail-oriented, thorough, a quick learner, and always ready to jump in to help his colleagues on any project, big and small.
Abby Pitner, Financial Consultant
Abby has become known for collaborating purposefully, thinking creatively, seeking clarity, and her commitment to continued progress. She has stood out for training and mentoring several junior associates, while also obtaining her CFP® certification to continue adding to her strong skillset to serve our families.
Joe Schwegel, Financial Consultant
Joe’s positive, relational personality and warm spirit have been significant assets to his teammates and client families. He is highly collaborative, communicating with clients, outside advisors, & colleagues to provide clarity and building trust and strong relationships to excel at the technical work he manages.
Molly Keuss, Senior Client Service Consultant
Since joining the Matter team, Molly has quickly become a highly valued and knowledgeable client service team member. We are grateful for her calm, collaborative spirit and how she always goes above and beyond to discover creative solutions to complex problems for her families and colleagues.
Alexander Quinn, Senior Portfolio Management Consultant
Alex has leveraged his technical skillset to further advance Matter’s investment modelling capabilities. We appreciate how he approaches new projects and challenges with enthusiasm. Alex is also known for his teacher’s mentality, always going deeper to explain the “why” behind recommendations.
Charles LiMandri, Senior Financial Consultant
Over his time at Matter, Chip has honed his project management skills and earned the trust and confidence of our families. In addition to his strong technical abilities, Chip is known for the bright energy and positivity he brings to his work and client family relationships to collaboratively accomplish tasks together.
Luke Yeager, Senior Financial Consultant
During his time at Matter, Luke has impressed us with his ability to learn quickly, adapt to new challenges, and leverage his strong technical skillset. We appreciate his positive attitude, his constant desire to learn and grow, and his dedication to continuously improving how we serve our families.
Lauren Maher, Associate Director
Since joining the Matter team, Lauren’s wealth of knowledge and eagerness to share it with her families and colleagues has made her a reliable resource to lean on. We are grateful for the instrumental role she played in the successful implementation of a firm-wide, technical initiative that brought added value to our financial planning processes.
Cecilia Tarlas, Associate Director
Cecilia has become an invaluable asset to Matter’s team since she joined us. An expert on Matter’s culture and processes, she has an integral role on many teams and committees across the firm. Cecilia’s technical and relational strengths are clearly evident to all who interact with her. Her strong communication skills have built a foundation of trust and confidence with her colleagues and families.
Maddie Atherton, Director
Maddie has used her strong leadership abilities to guide her Matter families and team members, making significant contributions on our Culture and Learning committee. Her dedication to sharing knowledge and experiences to help both her clients and colleagues grow is a characteristic we deeply value about her.
Luke Jernagan, Managing Director – Family Learning
Since joining the Matter team, Luke has embraced his leadership role on Matter’s Culture and Learning committee, making considerable contributions to the service line. His strong communication skills and ability to adapt his messaging to suit any audience have helped him build strong relationships based on trust with our families and associates.
Margaux Roth, Partner
A valued Matter associate, Margaux advises and leads some of our most complex families with grace and an unwavering commitment to excellence. She has been recognized as an exceptional leader dedicated to human capital development, whose wisdom and insight is sought after by her colleagues. She plays an essential role on several of the firm’s committees and teams, who all benefit from the wealth of knowledge that she freely shares. We are thrilled to announce Margaux’s promotion to Partner and look forward to her continued leadership.
Please join us in congratulating our newly promoted team members. We are excited to see their continued growth and the incredible impact they will continue to make in their new roles at Matter.